Mel Mattson

Mel Mattson, founder of Mott Capital Management and veteran market strategist focused on liquidity and positioning. He argues liquidity, not headlines, often drives surprise rallies. He explains Fed balance sheet dynamics, repo market stress, and why crowded bearish sentiment can set the stage for a melt-up. He also touches on Bitcoin, gold, institutional accumulation, and a 2025–2026 liquidity-led surge.